Contacts feature overview

Contacts is your address book in Upper Route Planner — a saved set of customer and service locations you can reuse when you build routes, instead of re-entering the same addresses every time. If you serve the same stops repeatedly, save each location once in Contacts and pull it into a route whenever you need it.

You'll find Contacts in the left sidebar under Manage > Contacts. The page header shows your total contact count, and a set of tabs across the top lets you switch between your full address book, your favourites, and recently used addresses.

What you can do with Contacts

• Keep every location in one place — store names, addresses, phone numbers, notes, and more as reusable contact records.
• See contacts on a map — switch the list to a map view to plan geographically.
• Build routes from contacts — select contacts and start a new route or add them as stops to an existing route.
• Search and filter — find contacts quickly by text, date range, city, state, or your own custom fields.
• Verify addresses — surface addresses Upper couldn't find or that need review, and resolve them in one place.
• Import and export — bring contacts in from a spreadsheet, or export your address book.

The three tabs

Contacts is organized into three tabs at the top of the page.

• My Contacts — your main address book, with the full table and map views, add/import/edit/delete, verification, filtering, bulk actions, and column customization.
• Favourites — a filtered view of the contacts you've starred. Mark or unmark favourites by selecting one or more rows and using the star action.
• Recent Address — a history of recently used addresses, shown with the address, a date, and an action. Entries can be plain addresses or latitude/longitude coordinates, and rows can be deleted. This tab has its own search and filter.

Adding contacts

The + Add button opens a menu with three ways to add contacts:

• Add New Contact — opens a drawer to enter one contact by hand.
• Import Contacts — upload a spreadsheet using the column-mapping flow.
• Import Contacts With Preview — upload a spreadsheet using a guided, three-step preview.

Add a single contact

When you choose Add New Contact, a drawer titled Add Contact opens with a Basic Info tab. Full Name and Address are required; the rest are optional and include company name, nickname, email, phone, service time, time window, notes, stop type, and pre-assigned drivers. Select Done to save.

If you enter an address that has no coordinates, Upper asks you to confirm it before saving. You can enter a normal street address or a latitude,longitude pair.

A Parcel Info tab lets you upload a picture. If your workspace has contact custom fields configured, an Other Info tab also appears for those fields. For step-by-step instructions, see Add a contact manually.

Import contacts in bulk

Both import options accept .csv, .xls, and .xlsx files and use the same import engine — the difference is the interface. Import Contacts With Preview is the easier path: it walks you through uploading the file, selecting the header row, and reviewing the data before import, and it shows you which columns are mapped and lets you filter to just the rows with issues.

For the full walkthrough, see Import contacts from a file.

Viewing and organizing contacts

Table columns

The contact table shows columns such as Full Name, Address, Company Name, Email, Phone, Nick Name, Note, Store Name, Date Added, and Need Review. Use Customize Columns to show or hide additional columns (City, State, Zipcode, Country, Latitude, Longitude) and to reorder them. Full Name and Address always stay visible. If you've set up contact custom fields, they appear as additional columns you can choose.

Map view

Use the map/list toggle in the top right of My Contacts to switch the list to a map of your contacts, shown as clustered pins. Export stays available in map view. See Visualize contacts on a map.

Search and filter

A search box at the top of each tab searches your contacts. The Filter dropdown lets you narrow by Date Range (with presets like Today, Last 7 days, and This month), City, and State, plus a section for each contact custom field you've defined. Each filter has its own search, Select All, Reset, and Apply. See Filter and search contacts.

Working with selected contacts

When you select one or more rows, the toolbar switches to bulk actions:

• Favourite — mark or unmark the selected contacts as favourites.
• Delete — remove the selected contacts.
• + menu — Create New Route to start a route from the selected contacts, or Add To Existing Route to add them as stops to a route you already have.

If you start a new route and no depot or start address is set yet, Upper prompts you for one first.

Each row also has an Action menu with Edit Contact and Delete Contact. See Create a route from contacts.

Verifying addresses

Upper flags contact addresses it couldn't match or that need a closer look. The alert icon in the toolbar opens a verification panel that groups flagged addresses by status — Not Found, Need To Review, and Duplicate — each with a live count, plus a Verify All action. Those same statuses also filter the contact list so you can work through them. See Validate and clean contact addresses.

Exporting contacts

The Export button on My Contacts opens an export modal. You can export the default set of fields or choose Custom to pick and reorder the fields you want. See Export contacts.

Address book capacity

Your address book holds up to your plan's contact limit. When you reach it, the + Add button is disabled and Upper shows an upgrade prompt; imports that would exceed your remaining capacity are blocked with the same message. Imported files can be up to 15 MB.

Troubleshooting

Related

• Add a contact manually
• Import contacts from a file
• Create a route from contacts
• Add custom fields to contacts
• Filter and search contacts
• Visualize contacts on a map
• Validate and clean contact addresses
• Export contacts
• What fields are available for contacts?